Institutional Ownership Agree Realty Corp (ADC)
This table provides information about the institutional ownership of Agree Realty Corp (ADC). We have compiled data on the 536 institutions that hold shares in the stock, with a total of 124 Million shares, which have been reported (via 13F filing form) to have a value of $9.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
150
shares
|
$11,067
0.0% of portfolio
|
Q4 2019
Added 400.0%
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
150
shares
|
$11,067
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
135
shares
|
$9,960
0.0% of portfolio
|
Q3 2025
Added 18.42%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
126
shares
|
$9,296
0.0% of portfolio
|
Q3 2025
Reduced 48.78%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
123
shares
|
$9,074
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Nov 12, 2025 Q3 2025 |
114
shares
|
$8,410
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
100
shares
|
$7,378
0.0% of portfolio
|
Q3 2022
Reduced 11.5%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
90
shares
|
$6,640
0.0% of portfolio
|
Q3 2025
Added 3.45%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
79
shares
|
$5,828
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
69
shares
|
$5,090
0.0% of portfolio
|
Q2 2025
Reduced 97.6%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
67
shares
|
$4,943
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
64
shares
|
$4,721
0.0% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
58
shares
|
$4,279
0.0% of portfolio
|
Q4 2024
Added 13.73%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
50
shares
|
$3,689
0.0% of portfolio
|
Q2 2022
Reduced 23.08%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 12, 2026 Q4 2025 |
49
shares
|
$3,615
0.0% of portfolio
|
Q4 2025
Added 2.08%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
48
shares
|
$3,541
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
40
shares
|
$2,951
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
40
shares
|
$2,951
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
39
shares
|
$2,877
0.0% of portfolio
|
Q3 2025
Added 56.0%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
37
shares
|
$2,729
0.0% of portfolio
|
Q1 2025
Added 105.56%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
37
shares
|
$2,729
0.0% of portfolio
|
Q2 2025
Added 1133.33%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
33
shares
|
$2,434
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
33
shares
|
$2,434
0.0% of portfolio
|
Q3 2025
Added 65.0%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
29
shares
|
$2,139
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
26
shares
|
$1,918
0.0% of portfolio
|
Q2 2025
New holding
|
|